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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,317 | $93,598+143.9% | $135,974+67.9% | $75,173+203.7% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 20.92% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $12,052 | $3,538+240.7% | $4,859+148.0% | $2,671+351.2% |
| Participant deferral / active EE | $12,798 | $6,405+99.8% | $7,760+64.9% | $4,126+210.2% |
| Admin fee / account holder | $9,276 | $6,978+32.9% | $10,767-13.8% | $5,651+64.2% |